Pendo Zendesk Installation instructions

1. Create integration key in Pendo

Visit pendo at https://app.pendo.io/admin/integrationkeys to create an Integration within Pendo that you will use to allow all your Zendesk users to get data from Pendo

Save this key and use it to fill in the form when installing Pendo.

2. Determine how you will identify your users

Currently, Pendo requires your users to be identified by their emails addresses as this is the only identifiable values we can get from Zendesk.

By default, if you have used email addresses as the ID for your users for Pendo then we will automatically find your users. If you didn't use the email address as the ID but did pass it over as metadata to Pendo then you can specify that when you install by clicking the "Enable searching metadata for use email" checkbox and filling in the "Email Field Name" with the <metadata group>/<metadata field> value.

For example, you might use "agent/email" or "salesforce/email". You can see the existing options here: https://app.pendo.io/admin/settings (then click the Data Mappings tab).

App requirements

This app can be connected to any Zendesk Sell account, regardless of subscription. You’ll need to have admin privileges in Sell to complete app installation. This app will allow you to see Sell sales information within Support as well as ‘notify sales’ from any ticket.

Completing installation

After installing the app in your Zendesk account, navigate to any ticket view to see the app.

Click “Connect to Sell”. If you’re not yet logged in to Sell, you will be asked to do so. Make sure to log in using an admin account.

Click “Connect” in Sell. This will complete the app installation process.

Reload your Zendesk ticket view. You should now see contact information from Sell directly in Support.

Install the Download Recordings app and then set up the user settings within the app.

By default, the Download Recordings app is restricted to the administrator role. Administrators can modify the settings to allow access to the appropriate groups and roles that need access to Talk recording downloads.

We also have Zendesk email integration allowing to set up reply to reviews feature without installation in a couple of clicks! Check it out on https://appfollow.io/zendesk and try our free fully premium plan.

For new users:

Setup a quick registration. You need work email.

Install a native app "App Store and Google Play Reviews" by AppFollow.

Open Channel Integrations in settings & click "Add account".

Enter your corporate email or email from your AppFollow account in the pop up below.

To get started with the TeamViewer app for ZenDesk Chat follow these steps:

Install the app from the Zendesk Chat App listing page.

Click Install and you are good to go!

Further options in the app settings:

Customer waiting message
The message that will be displayed to your customers while they are waiting for your supporter to connect to the TeamViewer session. Customer link text
Choose which text is inserted into your chat by the Insert link into chat button. Use @@URL@@ as placeholder for the actual session link. If left completely blank, the session link will be inserted in a new line.* Enable role restrictions
Here you can restrict availability of the app to certain roles.

If you don’t see it, just create it

Using our API and apps framework you can build pretty much anything. And once you do, you can place it in The Zendesk Marketplace for all Zendesk customers to find. Or just keep it for yourself–whatever feels right.